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Heidi Spencer

Senior Financial Advisor,
Relationship Manager

HometownRichmond, VA
Favorite Book or MoviePride and Prejudice | The Sound of Music
Ideal Dinner GuestAny of my family members, Condelezza Rice, and Jack Nicholson.
Words to Live ByOptimism is the faith that leads to achievement.
Qualities I Admire in PeopleIntegrity, kindness, and work ethic.

Financial Advisors

Heidi is a financial advisor for Catholic and institutional clients working out of the Raleigh, NC office.

Heidi joined CapTrust Advisors in Tampa in 2007. She became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Heidi serves as a central point of contact for Catholic and institutional clients, assisting in the oversight of clients’ investment programs and attending to their service-related and day-to-day operational needs. Her contributory knowledge of internal processes combined with the team of professionals at CAPTRUST provide personalized and effective client service. Prior to joining CAPTRUST, Heidi worked as the director of client services at Schott Group and has worked in the industry since 1983.